SEC 13F Intelligence

SIRISIRIUSXM HOLDINGS INC

CUSIP 829933100 · Yahoo Finance ↗ · Google Finance ↗

Siriusxm Holdings Inc (SIRI) has 28 institutional holders in Filings Flow’s 13F database, together reporting 313.5K shares worth $8M as of Q2 2026. The largest reported holders are Berkshire Hathaway Inc, Vanguard Group Inc, and Blackrock, Inc..

Institutional Holders
28
Q2 2026
Reported Value
$8M
Ticker
SIRI
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 502Q4 ’25Q1 ’26: 552Q1 ’26Q2 ’26: 28Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $4.8BQ4 ’25Q1 ’26: $5.7BQ1 ’26Q2 ’26: $8MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
BISLETT MANAGEMENT, LLC$130M AUM10.68%$14M600.0KQ1 2026OLDER
WITTENBERG INVESTMENT MANAGEMENT, INC.$269M AUM9.50%$26M1.11MQ1 2026OLDER
Kontiki Capital Management (HK) Ltd.$1.4B AUM9.22%$131M5.70MQ1 2026OLDER
swisspartners Advisors Ltd$159M AUM6.05%$10M419.3KQ1 2026OLDER
TOWERVIEW LLC$155M AUM4.99%$8M335.3KQ1 2026OLDER
Hi-Line Capital Management, LLC$318M AUM4.84%$15M667.7KQ1 2026OLDER
Chou Associates Management Inc.$210M AUM4.50%$9M409.6KQ1 2026OLDER
CAPITAL MANAGEMENT CORP /VA$585M AUM2.09%$12M530.5KQ1 2026OLDER
WEITZ INVESTMENT MANAGEMENT, INC.$1.4B AUM2.08%$30M1.29MQ1 2026OLDER
Aldebaran Capital, LLC$131M AUM2.04%$3M115.4KQ1 2026OLDER
CHECK CAPITAL MANAGEMENT INC/CA$3.4B AUM1.98%$68M2.94MQ1 2026OLDER
SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM1.96%$42M1.84MQ1 2026OLDER
Weaver C. Barksdale & Associates, Inc.$105M AUM1.94%$2M87.8KQ1 2026OLDER
Gates Capital Management, Inc.$3.7B AUM1.73%$63M2.74MQ1 2026OLDER
Helium Advisors LLC$105M AUM1.47%$2M66.7KQ1 2026OLDER
Woodson Capital Management, LP$636M AUM1.45%$9M400.0KQ1 2026OLDER
Camelot Portfolios, LLC$135M AUM1.17%$2M68.6KQ1 2026OLDER
BERKSHIRE HATHAWAY INC$263.1B AUM1.09%$2.9B124.81MQ1 2026OLDER
PRIVATE MANAGEMENT GROUP INC$3.5B AUM0.90%$31M1.35MQ1 2026OLDER
Mork Capital Management, LLC$141M AUM0.89%$1M54.4KQ1 2026OLDER
EQUITEC PROPRIETARY MARKETS, LLC$187M AUM0.86%$2M75.0KQ4 2025OLDER
R.H. Dinel Investment Counsel, Inc.$124M AUM0.83%$1M44.6KQ1 2026OLDER
Inlight Wealth Management, LLC$270M AUM0.71%$2M83.1KQ1 2026OLDER
Wakefield Asset Management LLLP$377M AUM0.65%$2M106.4KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.65%$11M475.2KQ1 2026OLDER
Everstar Asset Management, LLC$188M AUM0.53%$987,59342.8KQ1 2026OLDER
Empyrean Capital Partners, LP$3.1B AUM0.52%$16M692.8KQ1 2026OLDER
Jacobs Equity LLC$112M AUM0.52%$579,30825.1KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.51%$9M398.2KQ1 2026OLDER
Guardian Wealth Management, Inc.$183M AUM0.46%$845,50336.6KQ1 2026OLDER
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.46%$10M439.3KQ1 2026OLDER
Cadence Bank$1.7B AUM0.45%$8M384.9KQ4 2025OLDER
Aspen Grove Capital, LLC$514M AUM0.44%$2M98.6KQ1 2026OLDER
HBK INVESTMENTS L P$9.9B AUM0.44%$44M1.89MQ1 2026OLDER
RAFFLES ASSOCIATES LP$115M AUM0.38%$442,99819.2KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.38%$4M158.8KQ1 2026OLDER
Sprinkle Financial Consultants LLC$255M AUM0.38%$960,75932.5KQ2 2026
J. Goldman & Co LP$3.4B AUM0.37%$14M710.4KQ4 2025OLDER
Doma Perpetual Capital Management LLC$372M AUM0.36%$1M63.7KQ4 2025OLDER
Qsemble Capital Management, LP$1.3B AUM0.32%$4M182.7KQ1 2026OLDER
AIRE ADVISORS, LLC$547M AUM0.32%$2M75.4KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.32%$1M63.0KQ3 2025OLDER
WBI INVESTMENTS, LLC$362M AUM0.31%$1M48.8KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.31%$3M149.5KQ1 2026OLDER
Stirlingshire Investments, Inc.$114M AUM0.30%$341,01714.8KQ1 2026OLDER
MAPLELANE CAPITAL, LLC$2.8B AUM0.29%$8M400.0KQ4 2025OLDER
Fieldview Capital Management, LLC$343M AUM0.28%$2M74.7KQ3 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.27%$2M76.2KQ3 2025OLDER
Optimize Financial Inc$203M AUM0.27%$541,59523.5KQ1 2026OLDER
FIRST WILSHIRE SECURITIES MANAGEMENT INC$444M AUM0.26%$1M49.8KQ1 2026OLDER
PENN DAVIS MCFARLAND INC$1.0B AUM0.25%$3M109.3KQ1 2026OLDER
Riverview Capital Advisers, LLC$300M AUM0.24%$732,83731.8KQ1 2026OLDER
Numerai GP LLC$997M AUM0.24%$2M74.3KQ3 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.24%$4M166.5KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.23%$3M119.6KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.22%$1M70.1KQ4 2025OLDER
Trust Investment Advisors$171M AUM0.20%$346,20015.0KQ1 2026OLDER
STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM0.19%$2M77.6KQ1 2026OLDER
Essential Partners LLC$250M AUM0.19%$464,72920.2KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.18%$601,14226.0KQ1 2026OLDER
Aequim Alternative Investments LP$5.2B AUM0.18%$9M393.1KQ1 2026OLDER
Balefire, LLC$613M AUM0.17%$1M36.3KQ2 2026
Quaker Capital Investments, LLC$409M AUM0.17%$714,02630.9KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.17%$10M452.9KQ1 2026OLDER
New Vernon Capital Holdings II LLC$136M AUM0.17%$226,0469.8KQ1 2026OLDER
Canandaigua National Trust Co of Florida$125M AUM0.16%$259,27513.0KQ4 2025OLDER
CastleKnight Management LP$6.0B AUM0.16%$10M413.7KQ1 2026OLDER
VARCOV Co.$268M AUM0.15%$408,10117.7KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.15%$761,81038.1KQ4 2025OLDER
Wallace Capital Management Inc.$871M AUM0.14%$1M53.4KQ1 2026OLDER
Shay Capital LLC$1.2B AUM0.14%$2M73.0KQ1 2026OLDER
Concorde Asset Management, LLC$204M AUM0.13%$265,23811.5KQ2 2026
INNEALTA CAPITAL, LLC$161M AUM0.13%$256,56011.0KQ3 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.12%$4M173.2KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.12%$6M252.5KQ1 2026OLDER
Sagewood Asset Management LP$319M AUM0.12%$388,76016.8KQ1 2026OLDER
Fort Henry Capital, LLC$165M AUM0.12%$200,1738.7KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.12%$4M176.0KQ3 2025OLDER
Paralel Advisors LLC$2.4B AUM0.11%$3M118.7KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.11%$869,58537.7KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.11%$39,7702.0KQ4 2025OLDER
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM0.11%$1M60.4KQ1 2026OLDER
LETSON INVESTMENT MANAGEMENT, INC.$260M AUM0.11%$277,19112.0KQ1 2026OLDER
Optimist Retirement Group LLC$227M AUM0.11%$233,33210.0KQ3 2025OLDER
MBA Advisors LLC$260M AUM0.10%$232,75010.0KQ3 2025OLDER
Symmetry Investments LP$913M AUM0.09%$2M84.0KQ3 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.09%$6M252.0KQ3 2025OLDER
DLK Investment Management, LLC$253M AUM0.09%$234,26210.2KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.09%$9M404.0KQ1 2026OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM0.09%$3M144.8KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.09%$204,6048.9KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.09%$768,07933.3KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.09%$29M1.24MQ1 2026OLDER
Alpine Global Management, LLC$668M AUM0.09%$577,00025.0KQ1 2026OLDER
Tweedy, Browne Co LLC$1.3B AUM0.09%$1M46.9KQ1 2026OLDER
PlanVest Financial, Inc$131M AUM0.08%$100,8244.4KQ1 2026OLDER
Supplemental Annuity Collective Trust of NJ$355M AUM0.08%$293,08714.7KQ4 2025OLDER
Straight Path Wealth Management$374M AUM0.07%$277,02912.0KQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.07%$12M620.0KQ4 2025OLDER
ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM0.07%$298,49412.9KQ1 2026OLDER
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.3B AUM0.07%$927,53940.2KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.07%$10M452.8KQ1 2026OLDER
IFC & Insurance Marketing, Inc.$114M AUM0.07%$703.5KQ4 2025OLDER
Knuff & Co LLC$332M AUM0.07%$239,31410.3KQ3 2025OLDER
Crescent Grove Advisors, LLC$1.0B AUM0.07%$706,38630.6KQ1 2026OLDER
Legato Capital Management LLC$1.1B AUM0.07%$731,75131.7KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.07%$5M236.1KQ4 2025OLDER
Keebeck Wealth Management$889M AUM0.06%$559,86028.0KQ4 2025OLDER
Integrated Investment Consultants, LLC$471M AUM0.06%$373,82016.1KQ3 2025OLDER
Rehmann Capital Advisory Group$1.9B AUM0.06%$1M51.6KQ1 2026OLDER
Indivisible Partners$1.1B AUM0.06%$697,57030.2KQ1 2026OLDER
Allegiance Financial Group Advisory Services LLC$503M AUM0.06%$300,37613.0KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.06%$28M1.21MQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.06%$373,41416.0KQ3 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.06%$89M3.86MQ1 2026OLDER
Advyzon Investment Management, LLC$1.1B AUM0.06%$641,30627.8KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.06%$1M53.9KQ1 2026OLDER
Ionic Capital Management LLC$1.4B AUM0.06%$449,88822.5KQ4 2025OLDER
Gilman Hill Asset Management, LLC$731M AUM0.06%$412,88114.0KQ2 2026
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.06%$15M650.2KQ1 2026OLDER
Quadrant Private Wealth Management, LLC$646M AUM0.06%$342,11417.1KQ4 2025OLDER
FORA Capital, LLC$1.4B AUM0.06%$314,46913.5KQ3 2025OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.06%$75,0333.3KQ1 2026OLDER
Dougherty Wealth Advisers LLC$158M AUM0.05%$85,2583.7KQ1 2026OLDER
GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM0.05%$348,99317.5KQ4 2025OLDER
Limestone Investment Advisors LP$1.2B AUM0.05%$545,82427.3KQ4 2025OLDER
Icon Wealth Advisors, LLC$1.5B AUM0.05%$803,64530.0KQ1 2026OLDER
Columbia Asset Management$525M AUM0.05%$265,30511.5KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.05%$6M269.7KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.05%$2M62.2KQ1 2026OLDER
Deseret Mutual Benefit Administrators$294M AUM0.05%$142,1506.2KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.05%$1M58.9KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.05%$716,09830.8KQ3 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.05%$8M366.8KQ1 2026OLDER
WHITEBOX ADVISORS LLC$8.1B AUM0.04%$4M153.9KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.04%$85,1633.7KQ3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.04%$2M85.5KQ1 2026OLDER
Crawford Fund Management, LLC$520M AUM0.04%$280,00014.0KQ4 2025OLDER
Jump Financial, LLC$7.5B AUM0.04%$3M113.8KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.03%$42M1.83MQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.03%$20M880.7KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.03%$21M901.0KQ1 2026OLDER
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM0.03%$291,3199.9KQ2 2026
Cubist Systematic Strategies, LLC$21.0B AUM0.03%$7M282.2KQ3 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.03%$68M2.99MQ1 2026OLDER
Atom Investors LP$1.4B AUM0.03%$383,36419.2KQ4 2025OLDER
Snowden Capital Advisors LLC$3.8B AUM0.03%$1M49.6KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$145M6.30MQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.03%$2M69.0KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.03%$9M367.5KQ3 2025OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.03%$47,7532.1KQ1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.03%$1M55.7KQ1 2026OLDER
Sound View Wealth Advisors Group, LLC$1.5B AUM0.03%$385,11316.7KQ1 2026OLDER
Hardy Reed LLC$1.4B AUM0.03%$357,51015.5KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.03%$1M44.9KQ3 2025OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.02%$907,04439.3KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.02%$602,25026.1KQ1 2026OLDER
Hosking Partners LLP$2.8B AUM0.02%$680,67529.5KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.02%$4M183.2KQ3 2025OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.02%$3M120.9KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.02%$8M405.8KQ4 2025OLDER
NWF Advisory Services Inc.$886M AUM0.02%$203,3098.7KQ3 2025OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.02%$2M100.0KQ1 2026OLDER
BFSG, LLC$1.1B AUM0.02%$234,72410.2KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.02%$42M1.80MQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.02%$452,34519.6KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$17M728.2KQ1 2026OLDER
Nilsine Partners, LLC$1.3B AUM0.02%$232,75010.0KQ3 2025OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.02%$970,42242.0KQ1 2026OLDER
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM0.02%$270,38211.7KQ1 2026OLDER
Park Place Capital Corp$499M AUM0.02%$102,2444.4KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.02%$218,46610.9KQ4 2025OLDER
Bleichroeder LP$579M AUM0.02%$116,8085.1KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.02%$377,72716.4KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.02%$16M691.2KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.02%$19M809.1KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.02%$991,67843.0KQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.02%$854,84642.8KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.02%$114M4.92MQ1 2026OLDER
Ninety One UK Ltd$43.1B AUM0.02%$8M342.1KQ1 2026OLDER
Waldron Private Wealth LLC$2.6B AUM0.02%$462,52320.0KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.02%$160M6.95MQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.02%$4M167.3KQ1 2026OLDER
Ilex Capital Partners (UK) LLP$4.1B AUM0.02%$543,86723.4KQ3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.02%$13M571.8KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.02%$1M58.3KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$2M83.3KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.02%$4M170.6KQ1 2026OLDER
Pentwater Capital Management LP$19.3B AUM0.02%$3M125.0KQ3 2025OLDER
OSSIAM$5.7B AUM0.02%$1M52.8KQ3 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.02%$22M952.0KQ1 2026OLDER
Future Financial Wealth Managment LLC$155M AUM0.02%$24,6721.1KQ3 2025OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.02%$702,27930.4KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.01%$3M110.8KQ1 2026OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.01%$5M228.5KQ1 2026OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.01%$347,67715.1KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$6M255.3KQ1 2026OLDER
Clear Harbor Asset Management, LLC$1.4B AUM0.01%$210,74710.5KQ4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$134,3265.8KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.01%$371,45016.1KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$849,84036.5KQ3 2025OLDER
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.01%$253,88011.0KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.01%$189,2368.2KQ1 2026OLDER
ENTRUST FINANCIAL LLC$143M AUM0.01%$18,995823Q1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$1M44.4KQ3 2025OLDER
Pallas Capital Advisors LLC$2.7B AUM0.01%$350,77015.2KQ1 2026OLDER
Jessup Wealth Management, Inc$274M AUM0.01%$39,5102.0KQ4 2025OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.01%$274,94711.9KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$56M2.41MQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.01%$1M55.1KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.01%$362,35615.7KQ1 2026OLDER
GABLES CAPITAL MANAGEMENT INC.$236M AUM0.01%$29,3351.3KQ1 2026OLDER
CAISSE DES DEPOTS ET CONSIGNATIONS$6.1B AUM0.01%$749,70832.5KQ1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.01%$952,58435.6KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.01%$17M738.8KQ3 2025OLDER
Summit Financial, LLC$7.8B AUM0.01%$905,64539.2KQ1 2026OLDER
Quaker Wealth Management, LLC$320M AUM0.01%$35,3791.5KQ3 2025OLDER
JB Capital LLC$2.5B AUM0.01%$273,92811.9KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.01%$251,87210.9KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$93M4.03MQ1 2026OLDER
Choate Investment Advisors$5.1B AUM0.01%$545,03423.6KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$201M8.70MQ1 2026OLDER
Capula Management Ltd$14.1B AUM0.01%$1M64.4KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.01%$1M52.5KQ3 2025OLDER
PFG Investments, LLC$2.1B AUM0.01%$221,5509.6KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$2M95.3KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$432,21815.4KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.01%$494,98224.8KQ4 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M106.9KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.01%$4M186.0KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$2M91.3KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$50M2.18MQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$2M95.1KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.01%$333,29814.4KQ1 2026OLDER
VestGen Advisors, LLC$3.8B AUM0.01%$343,29813.1KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.01%$962,98841.7KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$5M197.4KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.01%$30,4891.3KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$6M250.1KQ1 2026OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.01%$729,37431.6KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$782,96633.9KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.01%$2M88.0KQ1 2026OLDER
Security National Bank$687M AUM0.01%$55,0462.4KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.01%$39,1881.7KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.01%$3M147.0KQ1 2026OLDER
WEXFORD CAPITAL LP$690M AUM0.01%$39,9902.0KQ4 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$1M46.9KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.01%$123,5245.4KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.01%$97,6294.2KQ1 2026OLDER
Sachetta, LLC$184M AUM0.01%$13,665592Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$18M768.3KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.01%$6M275.3KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.01%$383,19716.6KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.01%$136,7265.9KQ1 2026OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.01%$6,959299Q4 2025OLDER
Arizona State Retirement System$17.1B AUM0.01%$1M50.8KQ1 2026OLDER
Binnacle Investments Inc$170M AUM0.01%$11,638500Q3 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$27M1.16MQ1 2026OLDER
Mill Creek Capital Advisors, LLC$4.9B AUM0.01%$332,62914.4KQ1 2026OLDER
Valeo Financial Advisors, LLC$4.7B AUM0.01%$322,45810.9KQ2 2026
Versant Capital Management, Inc$1.1B AUM0.01%$75,6812.6KQ2 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$22M953.3KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.01%$1M55.1KQ3 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.01%$5M216.4KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$7M311.3KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.01%$3M122.0KQ1 2026OLDER
CWM, LLC$38.1B AUM0.01%$2M106.7KQ1 2026OLDER
HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM0.01%$595,64925.8KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$4M159.3KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$276,80111.9KQ3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$40M1.74MQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.01%$936,79440.6KQ2 2026
Holocene Advisors, LP$41.5B AUM0.01%$2M106.8KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$750,95237.6KQ4 2025OLDER
OPPENHEIMER & CO INC$8.2B AUM0.01%$476,25620.6KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$3M116.6KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.01%$1M57.9KQ4 2025OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.01%$232,22910.2KQ3 2025OLDER
WPG Advisers, LLC$136M AUM0.01%$7,455323Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.01%$42M1.82MQ1 2026OLDER
Jain Global LLC$24.2B AUM0.01%$1M56.4KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.01%$323,21214.0KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$86M3.71MQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$366M18.32MQ4 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$665,58328.8KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$5M216.9KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$9M378.5KQ1 2026OLDER
NATIXIS$28.0B AUM0.01%$1M63.0KQ1 2026OLDER
Advantage Trust Co$223M AUM0.01%$11,540500Q1 2026OLDER
FIRST UNITED BANK & TRUST$308M AUM0.01%$15,648678Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$10M449.8KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.01%$6,047262Q1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$761,54833.0KQ1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$12,495423Q2 2026
Swiss National Bank$173.8B AUM0.00%$8M365.1KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.00%$277,65212.0KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$489,04221.2KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$192M8.30MQ1 2026OLDER
Lodestone Wealth Management LLC$252M AUM0.00%$11,980519Q1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.00%$538,06423.3KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$450,18119.5KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.00%$3M153.0KQ4 2025OLDER
DRW Securities, LLC$7.2B AUM0.00%$243,08110.5KQ3 2025OLDER
Investors Research Corp$523M AUM0.00%$23,2651.0KQ1 2026OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$43,1601.9KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.00%$212,9139.2KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$6M276.3KQ1 2026OLDER
Comprehensive Financial Planning, Inc./PA$144M AUM0.00%$6,231270Q1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$379,19916.2KQ1 2026OLDER
Abound Wealth Management$440M AUM0.00%$18,694810Q1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.00%$221,2489.5KQ3 2025OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$124,7296.2KQ4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M107.3KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$1M55.2KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$27M1.18MQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$17M720.8KQ1 2026OLDER
Chung Wu Investment Group, LLC$116M AUM0.00%$4,616200Q1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$24,1651.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$222M9.63MQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.00%$2M106.4KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$508,51122.0KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$2M98.7KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$3M114.8KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$940,69540.8KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$4M185.2KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$34,6201.5KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$4,963168Q2 2026
Winch Advisory Services, LLC$438M AUM0.00%$15,486671Q1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$4M169.5KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$844,00842.2KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$25M1.10MQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$2M103.7KQ1 2026OLDER
SRH ADVISORS, LLC$349M AUM0.00%$11,586502Q1 2026OLDER
Marathon Trading Investment Management LLC$3.7B AUM0.00%$145,8447.3KQ4 2025OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$2M84.2KQ4 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M48.8KQ1 2026OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM0.00%$35,6821.5KQ1 2026OLDER
Philadelphia Investment Partners, LLC$147M AUM0.00%$4,616200Q1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$83,3912.8KQ2 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.00%$87,7043.8KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$3M112.2KQ1 2026OLDER
Tidemark, LLC$393M AUM0.00%$11,609503Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$14M614.6KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$51,1452.2KQ1 2026OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.00%$5,206260Q4 2025OLDER
COMMERCE BANK$20.7B AUM0.00%$586,07025.4KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$82M3.55MQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$91,3504.0KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$356,49315.4KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$92,4743.1KQ2 2026
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$9,099308Q2 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.00%$18,118785Q1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.00%$202,2278.8KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$237,22710.3KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$574,59724.7KQ3 2025OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$23,4471.0KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.00%$13,779597Q1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$56,6852.5KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$443,44319.2KQ1 2026OLDER
Costello Asset Management, INC$289M AUM0.00%$7,132309Q1 2026OLDER
Kozak & Associates, Inc.$576M AUM0.00%$14,172473Q2 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$158,3506.9KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$2M70.2KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$336,76014.6KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$1M55.7KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$202,6898.8KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$231,56210.0KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$83,2933.6KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$6,578285Q1 2026OLDER
Man Group plc$55.1B AUM0.00%$1M55.8KQ1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.00%$5,889253Q3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$244,52210.4KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$127,8075.5KQ2 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M71.2KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$1M53.9KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M45.2KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$319,49613.8KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$360,55615.6KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$143,7296.2KQ1 2026OLDER
CANTOR FITZGERALD, L. P.$6.8B AUM0.00%$248,60010.7KQ3 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$2M105.2KQ4 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$1M48.1KQ1 2026OLDER
Strive Financial Group ,LLC$189M AUM0.00%$4,000165Q1 2026OLDER
Front Row Advisors LLC$296M AUM0.00%$6,232270Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$1M54.8KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$34M1.71MQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$3M134.4KQ1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.00%$363,65215.8KQ1 2026OLDER
Pinnacle Bancorp, Inc.$339M AUM0.00%$6,693290Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$29,8891.3KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.00%$1M56.2KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$71,1032.4KQ2 2026
MAI Capital Management$17.7B AUM0.00%$325,21514.1KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$10,634360Q2 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M86.1KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$7,224313Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$37,1751.6KQ1 2026OLDER
Tradewinds Capital Management, LLC$504M AUM0.00%$9,040392Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$7M286.8KQ1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$16,271705Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$19,687853Q1 2026OLDER
Clark Capital Management Group, Inc.$16.2B AUM0.00%$283,30712.3KQ1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.00%$5,309230Q1 2026OLDER
Red Tortoise LLC$240M AUM0.00%$4,016174Q1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$4,039175Q1 2026OLDER
Community Financial Services Group, LLC$686M AUM0.00%$11,411381Q2 2026
Focus Partners Wealth$89.9B AUM0.00%$1M61.6KQ1 2026OLDER
Elequin Capital, LP$1.2B AUM0.00%$18,718811Q1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.00%$2,562111Q1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$237,00910.3KQ1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$285,01512.3KQ1 2026OLDER
Rachor Investment Advisory Services, LLC$190M AUM0.00%$2,898126Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$32,0811.4KQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.00%$4,616200Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M57.6KQ1 2026OLDER
Itau Unibanco Holding S.A.$4.3B AUM0.00%$60,5852.6KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$286,14612.4KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$22M955.9KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$358,28715.4KQ3 2025OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$367,27115.9KQ1 2026OLDER
Bank of New Hampshire$437M AUM0.00%$5,770250Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$6M238.8KQ1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$3,148136Q1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$226,4979.8KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$1M45.0KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$7,456323Q1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$33,1591.4KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$73,5493.2KQ3 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$1M60.6KQ1 2026OLDER
Clayton Financial Group LLC$195M AUM0.00%$2,308100Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$308,12713.3KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$1M50.5KQ1 2026OLDER
CITY HOLDING CO$800M AUM0.00%$9,228400Q1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$208,82810.4KQ4 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$407,54117.7KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$15M668.4KQ1 2026OLDER
Signature Resources Capital Management, LLC$211M AUM0.00%$2,368103Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$1M44.7KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$7M310.6KQ1 2026OLDER
Valued Wealth Advisors LLC$247M AUM0.00%$2,701117Q1 2026OLDER
Activest Wealth Management$569M AUM0.00%$6,185268Q1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$628,88327.2KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$4M173.6KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$40,6211.8KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$304,97913.2KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$628,74527.2KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$236,80110.3KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$2M104.1KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$11,540500Q1 2026OLDER
Fortis Group Advisors, LLC$605M AUM0.00%$6,162267Q1 2026OLDER
&PARTNERS$20.2B AUM0.00%$204,9908.9KQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$27111.6KQ3 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$685,84935.7KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$421,85618.3KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$267,35911.6KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M76.2KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$3M139.9KQ1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$4,478194Q1 2026OLDER
Strategic Investment Solutions, Inc. /IL$437M AUM0.00%$3,781128Q2 2026
NBC SECURITIES, INC.$1.3B AUM0.00%$11,513498Q1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.00%$2,799140Q4 2025OLDER
Lido Advisors, LLC$32.7B AUM0.00%$280,16812.1KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$2M77.6KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$162,5297.0KQ3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$234,83010.2KQ2 2026
Bare Financial Services, Inc$378M AUM0.00%$2,793120Q3 2025OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$237,86210.3KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$200,9698.7KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$6,509282Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$746,93932.4KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$212,8679.2KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$1,20052Q1 2026OLDER
Archer Investment Corp$469M AUM0.00%$3,675159Q1 2026OLDER
Quarry LP$558M AUM0.00%$4,839242Q4 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$704,65530.5KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$393,51417.1KQ1 2026OLDER
TCTC Holdings, LLC$3.5B AUM0.00%$24,5341.2KQ4 2025OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$6,809295Q1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$456,19919.8KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$397,91917.2KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$20,634894Q1 2026OLDER
Basepoint Wealth LLC$175M AUM0.00%$1,22553Q1 2026OLDER
West Financial Advisors, LLC$659M AUM0.00%$4,587155Q2 2026
New England Capital Financial Advisors LLC$365M AUM0.00%$2,539110Q1 2026OLDER
MOTCO$1.1B AUM0.00%$7,658383Q4 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$510,16422.1KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$560,03824.3KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$3M120.0KQ1 2026OLDER
CGC Financial Services, LLC$346M AUM0.00%$2,308100Q1 2026OLDER
Altshuler Shaham Ltd$5.5B AUM0.00%$35,8431.6KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$1,50065Q1 2026OLDER
Laurel Wealth Advisors LLC$1.0B AUM0.00%$4,599230Q4 2025OLDER
City State Bank$385M AUM0.00%$2,308100Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$12,678634Q4 2025OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$2M81.6KQ4 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$242,15510.5KQ1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$2,585112Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$838,17336.3KQ1 2026OLDER
AllSquare Wealth Management LLC$189M AUM0.00%$1,04745Q4 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$106,2614.6KQ1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.